Adjusting Security Settings (Properties Wizard)
You can assign different security and encryption levels to a document or questionnaire to restrict who can work with, view, or search the contents of the document/questionnaire.
- In the Security step, select a level. See About Security Levelsfor details on each level.
- Do one of the following:
- If you selected the All Users security level (the default setting for all new documents/questionnaires), you are done with security options. Go to step 5 below.
- If you selected Restricted - High or Restricted - Severe, continue with step 3.
- (Optional) If you're setting security for a document, click the Encryption Mode box, and then click Normal (Recommended) or High. See About Encryption Modes for details on the two modes.
- (Optional) If you want to grant special access permissions to specific users who would not normally have access under the Restricted - High or Restricted - Severe security level, select those users by department, by job title, or by those who have been assigned the Assignee role. See About Other Allowed Users for details on what permissions will be granted.
- Do one of the following:
- If you are finished with the document/questionnaire for now, click
to the right of Submit for Reivew, and then click Save and Close. (When you are ready to work on the document again, go to Editing a Draft Document.)
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